INSAX
Price
$23.04
Change
-$3.27 (-12.43%)
Updated
Feb 3 closing price
Net Assets
17.72M
PMBPX
Price
$40.41
Change
-$4.79 (-10.60%)
Updated
Feb 3 closing price
Net Assets
30.27B
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INSAX vs PMBPX

Header iconINSAX vs PMBPX Comparison
Open Charts INSAX vs PMBPXBanner chart's image
Catalyst Insider Buying A
Price$23.04
Change-$3.27 (-12.43%)
VolumeN/A
Net Assets17.72M
Principal MidCap R5
Price$40.41
Change-$4.79 (-10.60%)
VolumeN/A
Net Assets30.27B
INSAX vs PMBPX Comparison Chart in %
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INSAX vs. PMBPX commentary
Feb 04, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is INSAX is a Hold and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.3B vs. INSAX (17.7M). INSAX (0.00) and PMBPX (0.00) have matching dividends . INSAX was incepted earlier than PMBPX: INSAX (15 years) vs PMBPX (25 years). INSAX (2.46) is less costly to investors than PMBPX (0.83). INSAX is a more actively managed with annual turnover of: 76.00 vs. PMBPX (13.70). PMBPX has a lower initial minimum investment than INSAX: PMBPX (0) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 9.92 vs. PMBPX (-11.17). PMBPX return over 5 years is better than : 12.76 vs. INSAX (-7.51).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.83184%
Annual Report Gross Expense Ratio2.460.83296%
Fund Existence15 years25 years-
Gain YTD-4.557-2.931155%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets17.7M30.3B0%
Annual Yield % from dividends0.000.00-
Returns for 1 year9.92-11.17-89%
Returns for 3 years67.5621.00322%
Returns for 5 years-7.5112.76-59%
Returns for 10 years85.81119.3972%
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